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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Colorado involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Colorado?

We at can help you solve your dilemma by narrowing down the top registered financial advisors in Colorado to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Colorado financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Colorado


Adam Brunin

Navigation Wealth Management

3500 JFK Parkway
Suite 300

Fort Collins, CO 80525
(970) 6721236



MAC Insurance & Financial Services

16 Inverness Place E, D-200

Englewood, CO 80112
(720) 9801133


Stephen Gordon

Cornerstone Asset Management

One DTC 5251 DTC Parkway
Suite 990

Greenwood Village, CO 80111
(303) 7792524


Gary Mills

Edelman Financial Engines, LLC

10012 Commons Street
Suite 108

Lone Tree, CO 80124
(303) 7994565


Adam J. Strickman, CFP®, CRPC®, APMA®

Ethos Financial Partners

9351 Grant St.
Suite 300

Thornton, CO 80229
(303) 2529777


Patrick Lynch

Patrick Lynch Financial

1870 W. 122nd Ave
Suite 400

Westminster, CO 80234
(303) 2189957


Derek Eichenwald

Triumph Capital Management

1610 Wynkoop Street
Suite 550

Denver, CO 80202
(720) 5989252



Infinium Investment Advisors, LLC

50 South Steele Street #830

Denver, CO 80209
(720) 2531818


Mark W Thompson AIF®, RICP®

Wealth Partners, Inc.

6312 South Fiddlers Green Circle
Suite 300E

Greenwood Village, CO 80111
(303) 7907443


Claire Mork

Edelman Financial Engines, LLC

1885 W. 120th Avenue
Suite 800

Westminster, CO 80234
(303) 2800626


Wendy Martinez

Edelman Financial Engines, LLC

1635 Foxtrail Drive
Suite 125

Loveland, CO 80538
(303) 2800626


Don Leander, CFP®

Financial Planning Strategies

6645 Delmonico Blvd.
Suite 101

Colorado Springs, CO 80919
(719) 2665335


Reuben J. Brauer, CFP®

Callahan Financial Planning Company

6500 S Quebec St Ste 300

Centennial, CO 80111
(303) 2227100


Asbury Wealth Partners

Paul O'Hara & Jeffrey S. Markewich

6385 Corporate Drive
Suite 205

Colorado Springs, CO 80919
(719) 5316276


Clay Ernst

Edelman Financial Engines, LLC

8610 Explorer Drive Suite 120

Colorado Springs, CO 80920
(719) 5946800


Jack Venable, CFP®, ChFC®, CASL®, CLU®, APMA®

Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.

9351 Grant St
Suite 300

Thornton, CO 80229
(303) 2529777


Andy Lyford

Charlton Investment Services, Inc.

1231 S. Parker Rd Suite 104

Denver, CO 80231
(303) 6328692


Personal Capital

Personal Capital Advisors Corporation

1099 18th Street
Suite 2400

Denver, CO 80222
(650) 5561310

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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